Meet Our Wealth Management Advisor

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We welcome the opportunity to learn your story and understand your financial objectives and with you, create a strategy to pursue your financial goals and dreams.

Cody Rickaway, Wealth Advisor


Cody Rickaway, CFP®, CIMA®, RICP®, AIF®, stands as a dedicated financial professional, propelling his clients towards their unique financial aspirations. Recognizing the individuality of each client, Cody firmly believes in crafting fully tailored financial plans that align with their distinct needs and life circumstances.

Cody's unwavering commitment to excellence is underpinned by his extensive education and professional achievements. He holds a dual Bachelor's Degree in Finance & Accounting from the University of Wisconsin La Crosse, laying a solid foundation for his financial expertise. Furthermore, Cody possesses an array of distinguished designations and licenses, including the CERTIFIED FINANCIAL PLANNER™ Professional (CFP®), Certified Investment Management Analyst (CIMA®) Consultant, Retirement Income Certified Professional (RICP®), Accredited Investment Fiduciary (AIF®), Registered Investment Adviser Representative, Series 7 & 66 Licenses through LPL Financial, and multiple State Life & Health Insurances.

Cody Rickaway's remarkable combination of expertise, personalized service, and passion for continuous growth positions Integrated Wealth Management, LLC as a trailblazing force in the financial services industry, dedicated to transforming the financial lives of its valued clients.

You are invited to schedule a confidential free consultation with Cody. Call 608-785-0069 today to schedule your appointment.

RICP conferred by The American College.

Coulee Bank provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. Coulee Bank is not a current client of LPL for advisory services.

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Coulee Bank or Integrated Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Integrated Wealth Management, and may also be employees of Coulee Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Coulee Bank or Integrated Wealth Management. Securities and insurance offered through LPL or its affiliates are:

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.